Juniper Investment Advisors, LLC (Scottsdale)

Juniper Investment Advisors, LLC is a large advisory firm based in Scottsdale. It manages $123.77 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Arizona.

Juniper Investment Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Juniper Investment Advisors: assets under management

The assets under management (AUM) of Juniper Investment Advisors, LLC is $123.77 million. The firm's AUM has grown by 725% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.1 million in discretionary accounts and $108.67 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.55 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $108.67 million.

Investments

The firm invests in other assets the most. They account for 72% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 28% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Juniper Investment Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Juniper Investment Advisors serves?

The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Juniper Investment Advisors is corporations or other businesses with 1 clients and $108.67 million of assets under management. Among the 11 most similar advisory firms, Juniper Investment Advisors has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $123.77 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Juniper Investment Advisors also advises several private funds. Namely, two real estate funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Juniper Investment Advisors, LLC

The company employs 11 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Juniper Real Estate	Sole member	1 Feb 2019	75% - 100%	82-4806496
Juniper Real Estate Llc	Sole member	1 Feb 2019	75% - 100%	82-4806496
Nickolas Christian Jensen	Chief compliance officer	1 Mar 2019	Other	7081089

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Alejandro Javier Krys	Sole member	1 Feb 2019	75% - 100%	7080713
Jay Alexander Wolf	Sole member	1 Feb 2019	75% - 100%	5974284
Jonathan Mitchell Strain	Sole member	1 Feb 2019	75% - 100%	2383741
Llc Foresight Holdings	Member	1 Feb 2019	25% - 50%	46-5575648
Llc Zajor Capital	Member	1 Feb 2019	25% - 50%	46-5575826
Llc Crease Capital	Member	1 Feb 2019	25% - 50%	82-4509522
Avina Corporation	Member	1 Feb 2019	25% - 50%	37-1931246
Armand Anthony Reale	Sole shareholder	1 Feb 2019	75% - 100%	7085728

Based in Scottsdale

The principal office where Juniper Investment Advisors, LLC performs its advisory services is located at 7001 N. Scottsdale Rd. Suite 2050, Scottsdale, AZ 85253, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-840-8414. The normal business hours are 8:30-5:30 on Monday - Friday.